Passive Capital Management’s Eli Lilly LLY Stock Holding History

Passive Capital Management’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$671K	Buy	730 +20	+3%	+$20.3K	0.2%	45
2025 Q4	$763K	Buy	710 +8	+1%	+$7.65K	0.24%	43
2025 Q3	$536K	Sell	702 -11	-2%	-$8.19K	0.17%	53
2025 Q2	$553K	Hold	713	–	–	0.17%	49
2025 Q1	$589K	Sell	713 -5	-0.7%	-$4.16K	0.19%	45
2024 Q4	$554K	Hold	718	–	–	0.2%	41
2024 Q3	$636K	Hold	718	–	–	0.22%	37
2024 Q2	$650K	Buy	+718	New	+$574K	0.24%	36
2022 Q3	–	Sell	-648	Closed	-$210K	–	50
2022 Q2	$210K	Buy	+648	New	+$195K	0.11%	49

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Passive Capital Management's LLY Position: Q1 2026 in Review

Passive Capital Management increased its Eli Lilly (LLY) stake by 2.8% in Q1 2026, buying an estimated $20.3K and bringing the position to 730 shares worth $671K. The position accounts for 0.2% of the portfolio, ranked #45.

Passive Capital Management first reported a position in LLY in Q2 2022 and has held it in 9 quarters since. The position peaked at $763K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Passive Capital Management held 730 shares of Eli Lilly worth $671K as of Q1 2026.
Passive Capital Management bought 20 Eli Lilly shares in Q1 2026, an estimated $20.3K.
Eli Lilly made up 0.2% of Passive Capital Management's portfolio in Q1 2026, its #45 holding.
Passive Capital Management first reported a position in Eli Lilly in Q2 2022 and has held it in 9 quarters since.
Passive Capital Management's Eli Lilly position peaked at $763K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.